Institutional Ownership Spdr Dow Jones Reit ETF (RWR)
This table provides information about the institutional ownership of Spdr Dow Jones Reit ETF (RWR). We have compiled data on the 291 institutions that hold shares in the stock, with a total of 12.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
991
shares
|
$98,445
0.0% of portfolio
|
Q3 2024
Reduced 13.45%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
930
shares
|
$92,386
0.0% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
928
shares
|
$92,187
0.05% of portfolio
|
Q4 2023
Added 0.87%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
825
shares
|
$81,955
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
813
shares
|
$80,763
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
800
shares
|
$79,472
0.01% of portfolio
|
Q4 2021
Reduced 11.11%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
725
shares
|
$72,021
0.0% of portfolio
|
Q4 2024
Reduced 43.27%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
617
shares
|
$61,292
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
601
shares
|
$59,703
0.01% of portfolio
|
Q1 2023
Reduced 19.76%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
577
shares
|
$57,319
0.0% of portfolio
|
Q4 2024
Reduced 17.69%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
548
shares
|
$54,438
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
518
shares
|
$51,458
0.0% of portfolio
|
Q4 2024
Added 202.92%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
467
shares
|
$46,391
0.01% of portfolio
|
Q4 2024
Reduced 17.64%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
445
shares
|
$44,206
0.02% of portfolio
|
Q3 2024
Reduced 5.52%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
444
shares
|
$44,106
0.0% of portfolio
|
Q3 2024
Added 1830.43%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
430
shares
|
$42,716
0.01% of portfolio
|
Q4 2023
Reduced 0.69%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
371
shares
|
$36,855
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
358
shares
|
$35,563
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
345
shares
|
$34,272
0.0% of portfolio
|
Q4 2021
Reduced 44.35%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
341
shares
|
$33,874
0.0% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
325
shares
|
$32,285
0.0% of portfolio
|
Q4 2024
Reduced 53.51%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
300
shares
|
$29,802
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
294
shares
|
$29,205
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
291
shares
|
$28,907
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
261
shares
|
$25,927
0.0% of portfolio
|
Q2 2024
Reduced 29.08%
|